Sending a custom certificate upon survey completion | Experience Community
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JoseS
Administrator
1 year ago

Sending a custom certificate upon survey completion

  • Aug 17, 2021 3:02 PM UTC
  • 4 replies
  • 1271 views
MikeR
Level 1 ●
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So...here's the situation. My team wants to see if we can use a trigger to send a certificate to someone when they finish a survey. Okay, that's easy enough. But the tricky part is the certificate needs to contain the user's name. So if Bob Jones finishes the survey, his certificate would have his name in it. I suspect such a thing is probably possible but would require some custom coding. Anyone ever heard of anything like that?

4 replies

AdamK12
Level 5 ●●●●●
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  • AdamK12
  • Level 5 ●●●●●
  • Aug 17, 2021 3:04 PM UTC

MikeR That sounds like a great practice. I'm not sure of the exact coding that you would use to customize the certificate, but I would think you could add a link to the end of survey message that would take the respondent to a URL that would generate the certificate as a PDF. I hope that helps!

Adam Korengold, NLM/SCI (he/him/his)
MikeR
Level 1 ●
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  • MikeR
  • Author
  • Level 1 ●
  • Aug 17, 2021 3:05 PM UTC

I thought of that, too! It's just the name part; how to get that embedded. And maybe a date, as well. I mean if I can pop in a name, I should be able to get in a date, too.

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    • gb2620
    • Feb 24, 2022 8:08 PM UTC

    MikeR Were you able to figure out how to do this? Trying to do something like this as well

      Level 3 ●●●
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      You should be able to do piping from question In the survey to bring in the certificate. Type up the certificate in the workflow and send it that way.

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